Hunter Bertrand

CRD#: 7129240

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hunter Bertrand, who also goes by Hunter Michael Bertrand, was a registered financial professional .

Hunter is a previously registered financial professional and started their career in finance in 2021. Hunter had worked at 2 firms and has passed the Series 66, Series 3, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Hunter Michael Bertrand

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 30, 2025 - May 29, 2026

ELEVATION POINT WEALTH PARTNERS, LLC

RIA

CRD#: 137068

Lafayette, LA

Past

September 30, 2022 - June 30, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

Lafayette, LA

Past

November 12, 2021 - June 30, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Lafayette, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA

Registered Investment Advisory firm - (1/3/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/30/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 8/12/2022

National Commodity Futures Examination

General Industry/Product Exam

Series 7TO

Date: 11/12/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/6/2021

Securities Industry Essentials Examination

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA

Registered Investment Advisory firm - (1/3/2006 Approved)

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Contact information

Main Address

1580 Lincoln Street Suite 680, Denver, CO 80203

Mailing Address

Phone number

(303) 382-2880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts	8,324
AUM (Assets Under Management)	$ 2,434,909,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Why AdvisorCheck

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Advisor Monitoring

Firm Stability Insights

Hunter Bertrand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ELEVATION POINT WEALTH PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2022

Series 3

Date: 8/12/2022

Series 7TO

Date: 11/12/2021

SIE

Date: 8/6/2021

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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